Administrative Assistant
Oakland , California
April 03, 2017
Job Description



Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.


By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.


For more information about TIAA, visit our website.



TIAA seeks an Administrative Assistant to join our team in our Lewisville, Texas location. Primary responsibilities are to support the business unit of Individual Advisory Services operational day to day duties. All tasks, responsibilities and assignments must be completed with the highest level of quality following regulatory procedures (FINRA). Candidates will be working closely with both internal and external clients, so teamwork is a must. The ideal candidate should have an exceptional level of customer service and problem solving skills, the ability to manage change and excellent communication skills.



  • Greeting clients and manage reception area
  • As the voice of TIAA, answer phones and route calls provide general information to clients refer questions and issues to appropriate staff or department for further information and problem resolution.
  • Schedule and communicate in-office appointments for client meetings as well as follow-up calls and confirmations 
  • As an Associated Person, process clients forms and checks process mail and incoming correspondence maintain various files, logs and tracking systems in accordance with FINRA regulations 
  • Create internal/external correspondence using Microsoft Office products (Excel, PowerPoint, Word, etc.) as well as create correspondence and/or log activities in client management system (Siebel) 
  • Compile client data and research
  • May communicate with institutional administrators and act as liaison with consultants 
  • Make routine travel arrangements and complete expense reports 
  • Order and maintain office supplies and marketing materials 
  • Schedule and set-up internal meetings/conference calls/catering as required 
  • May act as liaison for office facilities and maintenance issues 
  • May act as liaison for vendors and ensure payment of office-related invoices
  • Assist teammates cover other duties during vacations



  •  High school diploma required, college degree preferred
  • 3-5 years related experience required
  • Proficiency in Outlook, Word and Excel required

  • Able to multi-task and produce in a fast paced, team oriented environmen
  • Excellent oral and written communication skills

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law


If you need assistance applying due to being visually or hearing impaired, please email Careers Help.
We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.


*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921

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